Lowe's Companies, Inc. (LOW)

Over the past six months, Lowe's stock price has fluctuated, falling by approximately 15.47% as of July 21, 2025. In Q4 2024, Lowe's reported diluted EPS of $1.99 and total sales of $18.6 billion, exceeding analyst expectations, but a cautious outlook for fiscal year 2025 led to investor concern. In Q1 2025, EPS exceeded expectations, but revenue missed forecasts, and comparable sales declined by 1.7%. Lowe's declared a quarterly cash dividend of $1.15 per share on March 21, 2025, and increased it to $1.20 per share on May 30, 2025. In April 2025, Lowe's stock price touched a 52-week low of $211.7.

Demand for Lowe's products and services is seasonal, typically peaking during the spring and summer months, influencing inventory management and staffing levels. The health of the housing market and overall economic conditions also play a crucial role in consumer spending on home improvement projects. A slowdown in DIY discretionary spending and unfavorable weather conditions negatively impacted sales in Q1 fiscal 2025.

Lowe's Companies, Inc. is an American retail company specializing in home improvement, operating within the Specialty Retail sector. It offers a comprehensive range of products and services for home decorating, maintenance, repair, and remodeling, including appliances, building materials, tools, hardware, and lawn and garden supplies. Lowe's also features various private label brands and provides services like installed sales, extended protection plans, and repair services.

Lowe's primarily operates in the United States with over 1,700 home improvement stores. It exited the Mexican market in 2019 and sold its Canadian retail business in 2023 to focus on its U.S. operations. Lowe's maintains international sourcing offices in Asia and operates a Global Capability Center in Bengaluru, India, supporting technology, analytics, and business process services.

In the past year, Lowe's has focused on enhancing its brand reputation through customer loyalty, technological integration, and product offerings. The company launched MyLowe's Rewards, a loyalty program with 30 million members by Q4 2024, and relaunched MyLowe's Pro Rewards for professional contractors. Lowe's introduced AI-powered tools like Mylow and Mylow Companion to enhance customer service and associate experience. The company expanded its "Style Studio" app for Apple Vision Pro and rebranded its retail media network to "Lowe's Media Network". Lowe's also launched its new private label, Lowe's Essentials, featuring items priced under $10.

Lowe's Companies, Inc. is largely controlled by institutional shareholders, who collectively own between 74.88% and 79% of the company's shares. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and JPMorgan Chase & Co. Individual insiders own a small percentage of the company, typically under 1% (ranging from 0.11% to 1.09%). The general public and retail investors hold the remaining shares, approximately 21% to 24.03%.